We would like to get higher visibility on change requests outside of the reports tab or digging into the deal to view incomplete change requests. If there was a column on the workflow deal list of which deals have incomplete change requests (and possibly how many), it would improve the effectiveness of our invoicing group to know which deals have already been looked at and aren't ready to be invoiced.
Discussed with Uptake:
1- new column in workflow drill page to show an indicator if the deal has open change request.
2- in the left menu, will show an indicator if at lease we have one change request opened.
Kelly Kotara
Being Review for Q3